Privacy Policy

1. Who We Are

AdvisoryReviews.com ("AdvisoryReviews," "we," "us," or "our") is a financial information and advisor-matching platform operated from Charlotte, North Carolina. Our platform provides independent reviews and rankings of Brokerage General Agencies (BGAs), financial advisors, and related financial services, and facilitates connections between consumers and financial professionals.

If you have questions about this Privacy Policy, please contact us at:

2. Information We Collect

We collect information in the following ways:

2a. Information You Provide Directly

When you submit a lead form, request a connection, or otherwise contact us, we collect:

• Full name
• Email address
• Phone number
• Any additional details you choose to provide in free-text fields (e.g., financial goals, assets under management, location)

2b. Information Collected Automatically

When you visit our website, we and our third-party partners may automatically collect certain technical information, including:

• IP address and approximate geographic location
• Browser type and version
• Device type and operating system
• Pages visited, time on site, and referring URLs
• Click and scroll activity

2c. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to operate and improve our website. Specifically:

• Essential Cookies: Required for the website to function properly.
• Analytics Cookies: Help us understand how visitors interact with our site (e.g., Google Analytics).
• Meta/Facebook Pixel: We use the Meta Pixel, a tracking tool provided by Meta Platforms, Inc., to measure the effectiveness of our advertising campaigns, build custom audiences, and improve ad targeting on Facebook and Instagram. The Meta Pixel may collect data including your IP address, browser information, and activity on our site, and may link that data to your Facebook profile if you are logged in. You can opt out of Meta's use of this data through Facebook Ad Settings or the Digital Advertising Alliance opt-out tool.

You can control cookie behavior through your browser settings. Note that disabling cookies may affect site functionality.

3. How We Use Your Information

We use the information we collect to:

• Connect you with financial advisors — The primary purpose of our lead forms is to match you with one or more financial advisors or BGAs that may meet your needs.
• Communicate with you — We or our partner advisors may contact you by phone, email, or text message in response to your inquiry.
• Improve our platform — We analyze usage data to improve our website content, layout, and user experience.
• Marketing and advertising — We may use your information to serve you relevant ads on third-party platforms such as Facebook and Instagram, including via retargeting through the Meta Pixel.
• Compliance and legal obligations — We may process your data as required by applicable law.

4. How We Share Your Information

We do not sell your personal information to third-party data brokers. We may share your information with:

4a. Matched Financial Advisors and BGAs

When you submit a lead form on AdvisoryReviews.com, you consent to having your contact information (name, phone number, email address) shared with one or more financial advisors or Brokerage General Agencies that may be a good fit for your needs. These advisors may contact you directly regarding your inquiry. Blackheath Partners is one such featured partner.

4b. Service Providers

We use third-party service providers to help operate our website and services, including hosting providers, analytics platforms, email delivery services, and advertising networks. These providers are contractually obligated to use your information only to provide services to us.

4c. Legal Requirements

We may disclose your information if required to do so by law, court order, or governmental authority, or if we believe in good faith that disclosure is necessary to protect our rights or the safety of any person.

4d. Business Transfers

If AdvisoryReviews.com is acquired, merged, or sold, your information may be transferred as part of that transaction. You will be notified via email or a prominent notice on our website of any change in ownership.

5. Your Consent to Contact

By submitting your information through any form on AdvisoryReviews.com, you expressly consent to be contacted by AdvisoryReviews.com and/or matched financial advisors or BGAs, including by telephone (including autodialed or pre-recorded calls), email, and text message, even if your number is on a Do Not Call registry. Standard message and data rates may apply to text messages. You may opt out of communications at any time by replying "STOP" to text messages, clicking unsubscribe in emails, or contacting us at info@advisoryreviews.com.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements. Lead information is typically retained for up to 24 months. You may request deletion of your data at any time (see Section 8).

7. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information against unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security.

8. Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information, including:

• Access: Request a copy of the personal data we hold about you.
• Correction: Request that we correct inaccurate information.
• Deletion: Request that we delete your personal data.
• Opt-out of marketing: Unsubscribe from marketing communications at any time.
• Do Not Sell: We do not sell personal data to third-party brokers.

To exercise any of these rights, contact us at info@advisoryreviews.com or call (201) 694-6545. We will respond within 30 days.

9. Children's Privacy

AdvisoryReviews.com is intended for adults 18 years of age and older. We do not knowingly collect personal information from anyone under the age of 18. If we become aware that we have inadvertently collected information from a minor, we will promptly delete it.

10. Links to Third-Party Sites

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites. We encourage you to review the privacy policies of any external websites you visit.

11. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Effective Date" at the top of this page. We encourage you to review this policy periodically. Continued use of the site after changes are posted constitutes your acceptance of the revised policy.

12. Governing Law

This Privacy Policy is governed by the laws of the State of North Carolina, without regard to its conflict of laws principles.